Plan5500

Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees (EIN 16-1168659) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1168659
Location
Rochester, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees

  • 1 loaded plans hold $43.6M in reported assets.
  • The largest, Sheet Metal Workers Local 46 Annuity Plan, holds 100% of this company's reported plan assets.
  • Plans cover 556 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.6MSummed across loaded plans$43,556,991
Total reported assets$43.6M$43,561,075
Total reported participants556
Total reported liabilities$4.1K$4,084

Reported net position

Reported assets = net assets + liabilities (summed)$43.6M total assets
Net assets$43.6MLiabilities$4.1K
Contributions & income
Employer contributions$1.8M
Participant contributionsNot reported
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$2M
Net increase / (decrease)$4.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sheet Metal Workers Local 46 Annuity Plan
Participants per plan556Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sheet Metal Workers Local 46 Annuity Plan$43.6M
    Plan #002 · 556 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees. Open one for its full reported snapshot.

  1. 2023
    Sheet Metal Workers Local 46 Annuity Plan556 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees report on Form 5500?
Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees (EIN 16-1168659) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees?
The Employer Identification Number (EIN) reported for Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees is 16-1168659.
What is the latest Form 5500 filing year for Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees?
The latest loaded Form 5500 filing year for Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees is 2023.

Related Form 5500 pages